Insurance & Insurance Services Investment Banking

An independent perspective.

A hands-on approach to understanding a client’s needs, an ability to successfully complete strategic assignments and the knowledge of our personnel have helped the Insurance & Insurance Services practice stand out in the industry. Many clients tell us that our diligence and willingness to offer unbiased advice is unique and extremely valuable to executives trying to make the best decisions for their companies and stakeholders. Our focus is on well-run middle-market insurance companies in the life, health, property and casualty sectors, where executives and decision-makers benefit from our attention to detail and the more than 50 years of combined experience of our senior investment banking team. Our insurance practice is supported by equity research coverage of more than 30 publicly traded insurers.

Insurance & Insurance Services Subsector Expertise

  • Health Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • Reinsurance
  • Insurance Brokerage and Distribution
  • Claim Processing
  • Third Party Underwriting

Senior Banking Team

Patrick DeLacey
Patrick T. DeLacey
Vice Chairman of Investment Banking
St. Petersburg
   
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Transaction History

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  June 28, 2019

Raymond James Investment Banking Professionals recognized as Emerging Leaders by The M&A Advisor

Read More about Raymond James Investment Banking Professionals recognized as Emerging Leaders by The M&A Advisor
Investment Banking  |  June 27, 2019

Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker

Read More about Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker
Public Finance  |  July 9, 2019

Raymond James continues California expansion, adds José Vera to local government finance practice

Read More about Raymond James continues California expansion, adds José Vera to local government finance practice